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Heritage Insurance Holdings

176 hedge funds and large institutions have $468M invested in Heritage Insurance Holdings in 2025 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 73 increasing their positions, 53 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
176
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$12.4M
Puts
$4.09M
Net Calls
Net Calls Change

Top Buyers

1 +$8.04M
2 +$7.76M
3 +$3.45M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$3.33M
5
HF
HRT Financial
New York
+$2.89M

Top Sellers

1 -$9.08M
2 -$7.14M
3 -$5.21M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$3.98M
5
Renaissance Technologies
Renaissance Technologies
New York
-$2.53M
Name Holding Trade Value Shares
Change
Change in
Stake
QCG
151
Quadrant Capital Group
Ohio
$11.6K
TC
152
Truvestments Capital
Florida
$10.1K
SS
153
SBI Securities
Japan
$8.08K
IA
154
IFP Advisors
Florida
$7.73K
BBPWM
155
Blue Bell Private Wealth Management
Pennsylvania
$6.95K
GI
156
GAMMA Investing
California
$6.77K
LFG
157
Larson Financial Group
Missouri
$6.07K
PA
158
Parallel Advisors
California
$4.91K
Optiver Holding
159
Optiver Holding
Netherlands
$4.63K
PAS
160
Point72 Asia (Singapore)
Singapore
$4.49K
HCA
161
Harbor Capital Advisors
Illinois
$4K
Jones Financial Companies
162
Jones Financial Companies
Missouri
$3.73K
TWD
163
True Wealth Design
Ohio
$3.5K
WA
164
WPG Advisers
Maryland
$3.15K
FFA
165
Farther Finance Advisors
California
$2.97K
Northwestern Mutual Wealth Management
166
Northwestern Mutual Wealth Management
Wisconsin
$2.82K
RIL
167
Rothschild Investment LLC
Illinois
$2.54K
W
168
WealthCollab
Washington
$2.09K
PWA
169
Physician Wealth Advisors
Utah
$1.91K
CIAM
170
Caitong International Asset Management
Hong Kong
$1.89K
RA
171
Rise Advisors
New York
$1.76K
PFBT
172
Parkside Financial Bank & Trust
Missouri
$1.26K
MPWT
173
MassMutual Private Wealth & Trust
Connecticut
$554
SS
174
Sunbelt Securities
Texas
$428
GRP
175
Global Retirement Partners
California
$101